MG

McCutchen Group Portfolio holdings

AUM $464M
1-Year Est. Return 22.73%
This Quarter Est. Return
1 Year Est. Return
-22.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$6.14M
3 +$2.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.78M
5
IYR icon
iShares US Real Estate ETF
IYR
+$773K

Top Sells

1 +$1.74M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$42.2M 30.16%
867,530
+218,995
2
$23.3M 16.64%
587,950
+155,240
3
$21.3M 15.23%
242,978
+30,781
4
$14.5M 10.39%
143,559
+809
5
$12.7M 9.09%
199,127
+3,163
6
$8.75M 6.26%
132,360
+10,565
7
$7.94M 5.68%
197,901
+44,455
8
$6.67M 4.77%
179,083
+14,771
9
$1.08M 0.77%
16,991
+12,124
10
$989K 0.71%
25,726
+56
11
$426K 0.3%
4,158
12
-14,563